Cobblestone Capital Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,337
Closed -$367K 304
2024
Q4
$367K Buy
3,337
+89
+3% +$9.8K 0.02% 217
2024
Q3
$359K Buy
+3,248
New +$359K 0.02% 220
2024
Q1
Sell
-12,155
Closed -$1.34M 286
2023
Q4
$1.34M Buy
+12,155
New +$1.34M 0.09% 103